Corient Private Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Corient Private Wealth’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$183M	Sell	1,458,323 -1,784,297	-55%	-$251M	0.26%	73
2025 Q4	$377M	Buy	3,242,620 +2,120,154	+189%	+$306M	0.25%	85
2025 Q3	$155M	Buy	1,122,466 +128,882	+13%	+$17.1M	0.24%	86
2025 Q2	$126M	Buy	993,584 +34,804	+4%	+$3.86M	0.17%	122
2025 Q1	$99M	Sell	958,780 -226,826	-19%	-$25.7M	0.16%	140
2024 Q4	$124M	Buy	1,185,606 +23,890	+2%	+$2.78M	0.21%	108
2024 Q3	$131M	Buy	1,161,716 +609,810	+110%	+$66.9M	0.2%	110
2024 Q2	$62.4M	Sell	551,906 -698,472	-56%	-$73.5M	0.11%	191
2024 Q1	$130M	Sell	1,250,378 -203,468	-14%	-$20.6M	0.23%	103
2023 Q4	$140M	Sell	1,453,846 -14,888	-1%	-$1.33M	0.26%	89
2023 Q3	$120M	Sell	1,468,734 -40,244	-3%	-$3.45M	0.28%	86
2023 Q2	$131M	Sell	1,508,978 -55,366	-4%	-$4.36M	0.3%	76
2023 Q1	$118M	Buy	1,564,344 +65,946	+4%	+$4.54M	0.32%	76
2022 Q4	$93.2M	Buy	+1,498,398	New	+$95.2M	0.34%	77

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Corient Private Wealth's XLK Position: Q1 2026 in Review

Corient Private Wealth reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 55% in Q1 2026, selling an estimated $251M and leaving 1,458,323 shares worth $183M. The position accounts for 0.26% of the portfolio, ranked #73.

Corient Private Wealth first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $377M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Corient Private Wealth held 1,458,323 shares of State Street Technology Select Sector SPDR ETF worth $183M as of Q1 2026.
Corient Private Wealth sold 1,784,297 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $251M.
State Street Technology Select Sector SPDR ETF made up 0.26% of Corient Private Wealth's portfolio in Q1 2026, its #73 holding.
Corient Private Wealth first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's State Street Technology Select Sector SPDR ETF position peaked at $377M in Q4 2025.
2,402 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.